Financial Consulate’s Omnicom Group OMC Stock Holding History

Financial Consulate’s Portfolio OMC Stock Details OMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Sell	2,048 -1	-0%	-$75	0.02%	189
2026 Q1	$154K	Buy	2,049 +41	+2%	+$3.18K	0.02%	171
2025 Q4	$162K	Buy	2,008 +8	+0.4%	+$611	0.02%	182
2025 Q3	$163K	Buy	+2,000	New	+$151K	0.02%	179
2023 Q1	–	Sell	-3,049	Closed	-$249K	–	138
2022 Q4	$249K	Buy	+3,049	New	+$226K	0.09%	120
2022 Q2	–	Sell	-3,040	Closed	-$258K	–	131
2022 Q1	$258K	Buy	3,040 +9	+0.3%	+$723	0.1%	108
2021 Q4	$222K	Buy	3,031 +10	+0.3%	+$711	0.08%	128
2021 Q3	$219K	Buy	3,021 +9	+0.3%	+$669	0.08%	123
2021 Q2	$241K	Buy	3,012 +9	+0.3%	+$731	0.09%	111
2021 Q1	$223K	Buy	+3,003	New	+$207K	0.09%	109
2020 Q1	–	Sell	-2,962	Closed	-$240K	–	103
2019 Q4	$240K	Buy	2,962 +8	+0.3%	+$627	0.11%	93
2019 Q3	$231K	Buy	2,954 +7	+0.2%	+$556	0.1%	88
2019 Q2	$241K	Buy	+2,947	New	+$233K	0.11%	89
2018 Q3	–	Sell	-4,000	Closed	-$305K	–	119
2018 Q2	$305K	Buy	+4,000	New	+$295K	0.15%	87

Other funds holding OMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Financial Consulate's OMC Position: Q2 2026 in Review

Financial Consulate reduced its Omnicom Group (OMC) stake by 0.05% in Q2 2026, selling an estimated $75 and leaving 2,048 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #189.

Financial Consulate first reported a position in OMC in Q2 2018 and has held it in 14 quarters since. The position peaked at $305K in Q2 2018. 1,098 funds tracked by Wall St. Rank hold OMC as of Q2 2026.

Financial Consulate held 2,048 shares of Omnicom Group worth $149K as of Q2 2026.
Financial Consulate sold 1 Omnicom Group share in Q2 2026, an estimated $75.
Omnicom Group made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #189 holding.
Financial Consulate first reported a position in Omnicom Group in Q2 2018 and has held it in 14 quarters since.
Financial Consulate's Omnicom Group position peaked at $305K in Q2 2018.
1,098 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.